- 01
Choose what a scan can do
Open Settings and choose QR Codes. Under When someone scans, switch on the actions you want. Report a fault opens the fault form you pick, already filled in with the product, site and space; each report becomes a completed form, opens a helpdesk ticket and is emailed to you. About this product shows the name, model, manufacturer, description, photos, data points, site and space; prices, order numbers and notes are never shown. I've moved this lets someone move the product to another space after entering your company PIN.
- 02
Set the PIN and where emails go
I've moved this needs a PIN of 4 to 6 digits, set on the same page. A correct PIN moves the product straight away and emails you the move. Enter an address in Send fault reports and move notices to, or leave it empty to email your account admins.
- 03
What the scanner sees
The label opens a page with your logo, the product name and its site and space. With one action switched on, the label opens that action directly. With two or more, the scanner sees a button for each. Labels you have already printed pick up your changes with no reprint.
- 04
Per project: switch scanning on or off
Open the project and, on the Overview tab, use the Enable external QR scan switch. It is on by default. Turn it off for a site you have handed back: anyone who scans a label on that project is told that scanning is switched off for this site and to contact the company that fitted the equipment. The switch saves straight away, and the app's own scanner is not affected.
- 05
Per project: open the Scan tab
While Enable external QR scan is on, the project has a Scan tab, the last tab in the project. Its card, What a scan can do on this project, starts from your Settings > QR Codes defaults and changes them for this project only. Use Preview the hub to open the public page for the project's first product and check the result without printing a label.
- 06
Per project: set each action
Report a fault, About this product and I've moved this each have three choices: Default follows Settings > QR Codes and shows whether that is on or off, On and Off override it for this project. Report a fault also has Fault form for this project, so one contract can use a different fault form from the company's. I've moved this still uses the company PIN, so set a PIN in Settings > QR Codes before you can turn it on.
- 07
Per project: add forms to the hub
Under Forms on the hub, add up to six of your forms. Each one becomes its own button after the actions, in the order you drag them into, and you can change the button text. Every submission is saved as a new completed form on that product and emailed to your support address. It does not open a helpdesk ticket; only Report a fault does. Anyone who scans can fill these forms in, so don't add a form that asks for anything sensitive. Select Save when you are done.
- 08
Per project: read the scan log
The Scan log below the card lists every time someone scans a label on this project, newest first. Filter by action (menu opened, fault form opened, info viewed, moved, form opened or submitted) and search by product name. Moves show where the product went from and to, who moved it and any photo taken. Submitted forms name the form and who sent it, with Open form to read the completed form.
Good to know
- ✓Print one label and scan it with your own phone, or use Preview the hub, before you stick labels on a customer's kit.
- ✓Use per-project forms for things the customer's own staff do on site, such as a cleaning check or a meter reading, and keep fault reports on Report a fault so they still open a ticket.
- ✓Settings > QR Codes counts scans across the whole company; the project's Scan tab shows only that project's labels.
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